See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,846 | $69,207+39.9% | $64,056+51.2% | $139,434-30.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 296.63% | 45.88%+250.7pp | 33.69%+262.9pp | 372.94%-76.3pp |
| Employer contribution / active EE | $17,367 | $3,182+445.8% | $2,747+532.3% | $4,751+265.5% |
| Participant deferral / active EE | $6,500 | $4,682+38.8% | $3,880+67.5% | $6,710-3.1% |
| Admin fee / account holder | $4 | $4,244-99.9% | $3,068-99.9% | $11,403-100.0% |